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Evercore

630 hedge funds and large institutions have $11.9B invested in Evercore in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 201 increasing their positions, 251 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.27% more ownership

Funds ownership: 89.94%90.21% (+0.27%)

20% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 251

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
630
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.6M
Puts
$20M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
126
First Trust Advisors
Illinois
$9.91M
GIP
127
Granite Investment Partners
California
$9.73M
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$9.43M
VOYA Investment Management
129
VOYA Investment Management
Georgia
$9.38M
WCA
130
Waratah Capital Advisors
Ontario, Canada
$9.19M
Canada Life
131
Canada Life
Manitoba, Canada
$9.17M
EI
132
EFG International
$9.15M
NC
133
Nitorum Capital
New York
$9.05M
Barclays
134
Barclays
United Kingdom
$8.91M
PMAM
135
Picton Mahoney Asset Management
Ontario, Canada
$8.89M
Focus Partners Wealth
136
Focus Partners Wealth
Massachusetts
$8.87M
Russell Investments Group
137
Russell Investments Group
United Kingdom
$8.74M
PIM
138
Peregrine Investment Management
Ontario, Canada
$8.54M
SP
139
Sarasin & Partners
United Kingdom
$8.51M
DDPIC
140
Deroy & Devereaux Private Investment Counsel
Michigan
$8.23M
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$7.89M
LPL Financial
142
LPL Financial
California
$7.89M
PCM
143
Prana Capital Management
Connecticut
$7.5M
ACM
144
Advisors Capital Management
New Jersey
$7.47M
PA
145
Pinnacle Associates
New York
$7.36M
BGDI
146
BW Gestao de Investimentos
Brazil
$7.32M
GAM
147
Gotham Asset Management
New York
$7.07M
AWM
148
Axxcess Wealth Management
California
$7.02M
Mariner
149
Mariner
Kansas
$6.93M
SC
150
Syon Capital
California
$6.64M